S
$166.1M Total AUM
$166.1M Disc. AUM
-- 3Y CAGR
8 Employees
402 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-2025
- Office Locations
- 2
Office Locations
315 East Front Street Bloomington IL
-- Bremerton WA
About Strong Retirement Solutions
Strong Retirement Solutions is a Bremerton-based RIA with 2 offices. The firm has been operating for 1 years. Managing $166.1M in total assets under management, with 5 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
47 AVG AGE
$33.2M AVG AUM / ADVISOR
$413.2K AVG AUM / CLIENT
1.1 yrs AVG TENURE
8 Employees
5 Advisory Reps
5 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
A
AMBER BURNS AUGSPURGER
Managing Member
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
MATTHEW LYNN AUGSPURGER
Chief Compliance Officer, Managing Member
- CRD
- #5584190
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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J
JEFFREY LYNN AUGSPURGER
Financial Advisor
- CRD
- #1882111
Available
Available
Available
CALEB JOHN GRAYBEAL
Financial Advisor
- CRD
- #8155654
Available
Available
Available
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $166,100,780 | $175,954 |
| Non-Discretionary | $0 | -- |
| Total | $166,100,780 | $175,954 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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